Lyon Street Capital as of June 30, 2013
Portfolio Holdings for Lyon Street Capital
Lyon Street Capital holds 51 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PDF Solutions (PDFS) | 6.7 | $13M | 729k | 18.43 | |
| Ints Intl | 5.8 | $12M | 539k | 21.53 | |
| Green Dot Corporation (GDOT) | 5.3 | $11M | 535k | 19.95 | |
| Lifetime Brands (LCUT) | 4.7 | $9.4M | 692k | 13.58 | |
| CalAmp | 4.3 | $8.8M | 600k | 14.60 | |
| Inventure Foods | 4.3 | $8.7M | 1.0M | 8.36 | |
| Cutera (CUTR) | 4.2 | $8.5M | 969k | 8.80 | |
| Newport Corporation | 3.7 | $7.6M | 542k | 13.93 | |
| Trinity Biotech | 3.1 | $6.2M | 369k | 16.85 | |
| Multimedia Games | 3.1 | $6.2M | 237k | 26.07 | |
| Monotype Imaging Holdings | 2.8 | $5.6M | 220k | 25.41 | |
| Motorcar Parts of America (MPAA) | 2.6 | $5.3M | 577k | 9.17 | |
| Alpha & Omega Semiconductor (AOSL) | 2.5 | $5.1M | 663k | 7.64 | |
| Carter's (CRI) | 2.5 | $5.0M | 68k | 74.07 | |
| Wet Seal | 2.5 | $5.0M | 1.1M | 4.72 | |
| GSI Technology (GSIT) | 2.4 | $4.7M | 750k | 6.32 | |
| Intermolecular | 2.3 | $4.6M | 639k | 7.27 | |
| Grand Canyon Education (LOPE) | 2.2 | $4.4M | 135k | 32.23 | |
| Shutterfly | 2.1 | $4.3M | 77k | 55.91 | |
| Exar Corporation | 2.1 | $4.2M | 391k | 10.77 | |
| Tillys (TLYS) | 2.1 | $4.2M | 262k | 16.00 | |
| Interactive Intelligence Group | 2.0 | $4.1M | 79k | 51.60 | |
| Shoe Carnival (SCVL) | 1.8 | $3.7M | 153k | 24.01 | |
| Lifelock | 1.8 | $3.7M | 312k | 11.71 | |
| Central Garden & Pet (CENT) | 1.7 | $3.5M | 492k | 7.10 | |
| Extreme Networks (EXTR) | 1.6 | $3.3M | 950k | 3.44 | |
| Synchronoss Technologies | 1.4 | $2.8M | 91k | 30.87 | |
| Ultra Clean Holdings (UCTT) | 1.3 | $2.7M | 447k | 6.05 | |
| Sunopta (STKL) | 1.3 | $2.6M | 339k | 7.59 | |
| Ltx Credence Corporation | 1.2 | $2.4M | 409k | 5.99 | |
| LeapFrog Enterprises | 1.2 | $2.4M | 244k | 9.84 | |
| Tuesday Morning Corporation | 1.2 | $2.4M | 230k | 10.37 | |
| Quality Distribution | 1.1 | $2.3M | 260k | 8.84 | |
| Demand Media | 1.1 | $2.2M | 371k | 6.00 | |
| M/I Homes (MHO) | 1.0 | $2.1M | 90k | 22.96 | |
| BofI Holding | 1.0 | $2.0M | 43k | 45.82 | |
| QuinStreet (QNST) | 1.0 | $2.0M | 230k | 8.63 | |
| Market Leader | 0.9 | $1.9M | 175k | 10.70 | |
| W.R. Grace & Co. | 0.9 | $1.8M | 22k | 84.04 | |
| Town Sports International Holdings | 0.8 | $1.6M | 153k | 10.77 | |
| Saba Software | 0.8 | $1.6M | 166k | 9.75 | |
| Cogent Communications (CCOI) | 0.7 | $1.3M | 47k | 28.15 | |
| Reis | 0.7 | $1.3M | 71k | 18.49 | |
| Mueller Water Products (MWA) | 0.5 | $1.0M | 148k | 6.91 | |
| Carbonite | 0.5 | $917k | 74k | 12.39 | |
| Tucows | 0.4 | $856k | 460k | 1.86 | |
| Cache (CACH) | 0.4 | $744k | 167k | 4.45 | |
| Autobytel | 0.3 | $613k | 129k | 4.77 | |
| Ellie Mae | 0.2 | $482k | 21k | 23.08 | |
| Contango Ore (CTGO) | 0.0 | $22k | 2.6k | 8.21 | |
| Bauer Performance Sports Ltd Cmn | 0.0 | $2.3k | 200.00 | 11.37 |
